Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin O'Donnell is a financial advisor with PFS Investments Inc. with over 7 years of experience in the financial industry. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 63, and SIE licenses. Kevin is a licensed and registered advisor in Colorado, Delaware, Florida, Maryland, Missouri, New Jersey, New York, Pennsylvania, and Texas. Kevin is a specialized advisor in the financial planning space. He specializes in Investment Company Products/Variable Contracts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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PA
01/13/2022 - Present
PFS Investments Inc. (CHALFONT PA)
PA
05/07/2015 - 12/31/2021
PFS INVESTMENTS INC. (CHALFONT PA)
BC
Issued 05/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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